Holly and Jonathan promoted to Senior Associate
We are delighted to announce that our Brokers, Jonathan Morris DipPFS and Holly Hill DipPFS Hill, have been promoted to Senior Associate.
This is in recognition of their significant and sustained contribution to the firm and is a mark of respect which John Lamb Hill Oldridge holds for them.
Our thanks to Jonathan and Holly for their hard work and commitment to the business, and our best wishes for a long and successful future with us.
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Other Insights
John Lamb Hill Oldridge featured in the Financial Times: Life insurance and inheritance tax planning
Our Associate Director, Holly Hill, was quoted in a recent article by the Financial Times exploring how changes to inheritance tax thresholds are prompting a closer look at protection-based solutions. You can find the article [...]
Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting challenges for high-value life cover. Ken covered a range of topics with hosts Sue and [...]
Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy
The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability over the next seven years. Lifestyle disclosures meant certain insurers would not offer cover. [...]